Electron Capital Partners, LLC

CIK

1586986

Location

NEW YORK, NY

Portfolio Value

Mid $2,486,875,310

Diversification

Diversified

Filing Date

Global Rank

#1,061 / 8,603 ▲ 106 · as of Mar 2026

Top Industry

Utilities - Regulated Electric 33.6%

3Y Alpha vs SPY

+6.1%

Period ended 3 months ago

Filed May 15, 2026 · 55d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+107.8%

SPY

+76.0%

Annualised alpha

+6.9%

Max drawdown

−26.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

43 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

13.5%

+3.9 pts

Top 5

42.6%

+4.9 pts

Top 10

65.2%

+3.8 pts

HHI

571

Diversified+72

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Utilities	39.5%	$981,398,546	11
Industrials	24.3%	$605,205,797	15
Technology	14.6%	$363,134,066	12
Unclassified	13.5%	$336,876,120	1
Basic Materials	4.8%	$119,780,106	2
Energy	3.2%	$79,320,665	1
Consumer Cyclical	0.0%	$1,160,010	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
TE	T1 Energy Inc.	+2,429,564	5,929,585	$26,030,878
FE	Firstenergy Corp	+1,519,737	2,991,914	$151,570,363
PCG	PG&E Corp	+1,113,423	3,481,382	$61,167,881
GDS	GDS Holdings Ltd	+675,531	780,979	$31,465,643
NEE	Nextera Energy Inc	+272,603	2,040,030	$189,477,986
CGNX	Cognex Corp	+35,630	888,614	$43,533,199
KEYS	Keysight Technologies, Inc.	+4,022	165,026	$46,598,391
WMB	Williams Companies, Inc.	+3,984	1,089,869	$79,320,665
WRD	WeRide Inc.	+773	133,867	$1,082,984
FTCI	FTC Solar, Inc.	+477	90,201	$340,959
HSAI	Hesai Group	+351	60,670	$1,160,010
PONY	Pony AI Inc.	+291	50,367	$475,464
EH	EHang Holdings Ltd	+197	34,174	$331,829
VRT	Vertiv Holdings Co	+156	26,945	$6,751,878
No positions match the current search.

Trimmed

Positions the filer reduced

17 positions

Ticker	Company	Δ Shares	Shares	Value
ARRY	Array Technologies, Inc.	−2,244,489	395,928	$2,862,559
ENVX	Enovix Corp	−1,425,734	4,628,317	$23,974,682
EOSE	Eos Energy Enterprises, Inc.	−742,235	5,379,661	$26,683,118
JCI	Johnson Controls International plc	−675,690	463,901	$60,747,835
NXT	Nextpower Inc.	−604,539	27,187	$3,277,392
SEDG	Solaredge Technologies, Inc.	−545,144	1,078,678	$55,066,511
ETR	Entergy Corp /De/	−174,764	1,265,320	$142,171,355
PWR	Quanta Services, Inc.	−170,234	9,408	$5,165,180
FLEX	Flex Ltd.	−149,385	798,774	$52,287,746
ULS	UL Solutions Inc.	−141,498	713,941	$61,191,883
MTZ	Mastec Inc	−91,290	713,013	$229,404,802
BA	Boeing Co	−87,828	93,653	$18,639,756
COHR	Coherent Corp.	−48,192	451,953	$107,659,724
CEG	Constellation Energy Corp	−37,541	542,724	$151,555,677
XEL	Xcel Energy Inc	−17,927	1,918,768	$152,426,929
EIX	Edison International	−4,934	339,669	$24,856,977
GEV	GE Vernova Inc.	−1,538	14,321	$12,500,800
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
SPY	Spdr S&P 500 ETF Trust	518,000	$336,876,120
DOW	Dow Inc.	1,917,631	$79,869,331
NRG	Nrg Energy, Inc.	406,835	$59,454,866
CHRW	C. H. Robinson Worldwide, Inc.	341,356	$56,688,990
FDX	Fedex Corp	159,165	$45,682,026
ALB	Albemarle Corp	222,307	$39,910,775
AES	Aes Corp	1,598,292	$22,519,934
MWH	SOLV Energy, Inc.	721,298	$21,660,578
ENPH	Enphase Energy, Inc.	488,852	$18,483,494
NPKI	NPK International Inc.	1,099,943	$15,938,174
FPS	Forgent Power Solutions, Inc.	528,663	$15,473,966
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
MMM	3M Co	801,662	$128,346,086
EXC	Exelon Corp	1,645,168	$71,712,873
UAL	United Airlines Holdings, Inc.	391,337	$43,759,303
CAT	Caterpillar Inc	74,761	$42,828,334
SGML	Sigma Lithium Corp	1,112,845	$14,678,425
CVNA	Carvana Co.	90,864	$7,669,285
SHLS	Shoals Technologies Group, Inc.	301,216	$2,560,336
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

43 positions · $2,486,875,310 total · as of Mar 31, 2026

All sectors Basic Materials Consumer Cyclical Energy Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	NEW	518,000	NEW	$336,876,120	NEW	13.55%
MTZ	Mastec Inc Industrials	Reduced	713,013	-91,290	$229,404,802	+31.2%	9.22%
NEE	Nextera Energy Inc Utilities	Added	2,040,030	+272,603	$189,477,986	+33.5%	7.62%
XEL	Xcel Energy Inc Utilities	Reduced	1,918,768	-17,927	$152,426,929	+6.6%	6.13%
FE	Firstenergy Corp Utilities	Added	2,991,914	+1,519,737	$151,570,363	+130.0%	6.09%
CEG	Constellation Energy Corp Utilities	Reduced	542,724	-37,541	$151,555,677	−26.1%	6.09%
ETR	Entergy Corp /De/ Utilities	Reduced	1,265,320	-174,764	$142,171,355	+6.8%	5.72%
COHR	Coherent Corp. Technology	Reduced	451,953	-48,192	$107,659,724	+16.6%	4.33%
DOW	Dow Inc. Basic Materials	NEW	1,917,631	NEW	$79,869,331	NEW	3.21%
WMB	Williams Companies, Inc. Energy	Added	1,089,869	+3,984	$79,320,665	+21.5%	3.19%
ULS	UL Solutions Inc. Industrials	Reduced	713,941	-141,498	$61,191,883	−9.3%	2.46%
PCG	PG&E Corp Utilities	Added	3,481,382	+1,113,423	$61,167,881	+60.7%	2.46%
JCI	Johnson Controls International plc Industrials	Reduced	463,901	-675,690	$60,747,835	−55.5%	2.44%
NRG	Nrg Energy, Inc. Utilities	NEW	406,835	NEW	$59,454,866	NEW	2.39%
CHRW	C. H. Robinson Worldwide, Inc. Industrials	NEW	341,356	NEW	$56,688,990	NEW	2.28%
SEDG	Solaredge Technologies, Inc. Technology	Reduced	1,078,678	-545,144	$55,066,511	+17.5%	2.21%
FLEX	Flex Ltd. Technology	Reduced	798,774	-149,385	$52,287,746	−8.7%	2.10%
KEYS	Keysight Technologies, Inc. Technology	Added	165,026	+4,022	$46,598,391	+42.4%	1.87%
FDX	Fedex Corp Industrials	NEW	159,165	NEW	$45,682,026	NEW	1.84%
CGNX	Cognex Corp Technology	Added	888,614	+35,630	$43,533,199	+41.8%	1.75%
ALB	Albemarle Corp Basic Materials	NEW	222,307	NEW	$39,910,775	NEW	1.60%
GDS	GDS Holdings Ltd Technology	Added	780,979	+675,531	$31,465,643	+755.0%	1.27%
EOSE	Eos Energy Enterprises, Inc. Industrials	Reduced	5,379,661	-742,235	$26,683,118	−62.0%	1.07%
TE	T1 Energy Inc. Industrials	Added	5,929,585	+2,429,564	$26,030,878	+11.3%	1.05%
EIX	Edison International Utilities	Reduced	339,669	-4,934	$24,856,977	+20.2%	1.00%
ENVX	Enovix Corp Industrials	Reduced	4,628,317	-1,425,734	$23,974,682	−45.8%	0.96%
AES	Aes Corp Utilities	NEW	1,598,292	NEW	$22,519,934	NEW	0.91%
MWH	SOLV Energy, Inc. Utilities	NEW	721,298	NEW	$21,660,578	NEW	0.87%
BA	Boeing Co Industrials	Reduced	93,653	-87,828	$18,639,756	−52.7%	0.75%
ENPH	Enphase Energy, Inc. Technology	NEW	488,852	NEW	$18,483,494	NEW	0.74%
NPKI	NPK International Inc. Industrials	NEW	1,099,943	NEW	$15,938,174	NEW	0.64%
FPS	Forgent Power Solutions, Inc. Industrials	NEW	528,663	NEW	$15,473,966	NEW	0.62%
GEV	GE Vernova Inc. Industrials	Reduced	14,321	-1,538	$12,500,800	+20.6%	0.50%
VRT	Vertiv Holdings Co Industrials	Added	26,945	+156	$6,751,878	+55.6%	0.27%
PWR	Quanta Services, Inc. Industrials	Reduced	9,408	-170,234	$5,165,180	−93.2%	0.21%
OPAL	OPAL Fuels Inc. Utilities	Held	1,800,000	0	$4,536,000	+7.0%	0.18%
NXT	Nextpower Inc. Technology	Reduced	27,187	-604,539	$3,277,392	−94.0%	0.13%
ARRY	Array Technologies, Inc. Technology	Reduced	395,928	-2,244,489	$2,862,559	−88.2%	0.12%
HSAI	Hesai Group Consumer Cyclical	Added	60,670	+351	$1,160,010	−14.1%	0.05%
WRD	WeRide Inc. Technology	Added	133,867	+773	$1,082,984	−6.3%	0.04%
PONY	Pony AI Inc. Technology	Added	50,367	+291	$475,464	−34.5%	0.02%
FTCI	FTC Solar, Inc. Technology	Added	90,201	+477	$340,959	−65.2%	0.01%
EH	EHang Holdings Ltd Industrials	Added	34,174	+197	$331,829	−25.9%	0.01%